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INVESCO INDIA ULTRA SHORT DURATION FUND vs HSBC Ultra Short Duration Fund compare

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tortoise-icon INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

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tortoise-icon HSBC Ultra Short Duration Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name INVESCO INDIA ULTRA SHORT DURATION FUND - Growth HSBC Ultra Short Duration Fund - Regular Growth
Fund INVESCO INDIA ULTRA SHORT DURATION FUND - Growth HSBC Ultra Short Duration Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹1259 Cr ₹3952 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹1000 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 30 Dec 2010 29 Jan 2020
Category Ultra Short Duration Ultra Short Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Ultra Short Duration Debt Index B-I CRISIL Ultra Short Duration Fund AI Index
Turn Over 24% 54%
Expense Ratio 0.79 0.47
Manager Krishna Venkat Cheemalapati Jalpan Shah
ISIN Code INF205K01TM0 INF336L01OW1
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name INVESCO INDIA ULTRA SHORT DURATION FUND - Growth HSBC Ultra Short Duration Fund - Regular Growth
1 Month 0.48% 0.51%
6 Month 2.95% 3.03%
1 Year 6.94% 7.07%
3 Year 7% 7.15%
5 Year 5.56% 5.83%

SIP Return Analysis

Scheme Name INVESCO INDIA ULTRA SHORT DURATION FUND - Growth HSBC Ultra Short Duration Fund - Regular Growth
6 Month 1.38% 1.44%
1 Year 6.33% 6.53%
3 Year 6.97% 7.09%
5 Year 6.45% 6.64%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA ULTRA SHORT DURATION FUND - Growth HSBC Ultra Short Duration Fund - Regular Growth
1 Year 7.43% 6.47%
3 Year 7.34% 5.7%
5 Year 7.3% 5.7%

Risk Management

Scheme Name INVESCO INDIA ULTRA SHORT DURATION FUND - Growth HSBC Ultra Short Duration Fund - Regular Growth
Standard Deviation 0.6% 0.25%
Sharp -0.34% 1.73%
Beta 1.28% 0.90%
Alpha 2.35% -0.31%

Fund Managers

Scheme Name INVESCO INDIA ULTRA SHORT DURATION FUND - Growth HSBC Ultra Short Duration Fund - Regular Growth
Name Krishna Venkat Cheemalapati Jalpan Shah
Total AUM ₹24743 Cr ₹16521 Cr
Funds Managed 19 6
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth HSBC Ultra Short Duration Fund - Regular Growth

Market Cap

Scheme Name

INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

HSBC Ultra Short Duration Fund - Regular Growth

Others 100 100

Sector Allocation

Scheme Name

INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

HSBC Ultra Short Duration Fund - Regular Growth

Others 100 100

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